Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.2B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,611
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$34.9M
3
+$33.5M
4
FND icon
Floor & Decor
FND
+$33.2M
5
CAT icon
Caterpillar
CAT
+$31.5M

Top Sells

1
+$146M
2
+$47.3M
3
+$41.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$34M
5
ATR icon
AptarGroup
ATR
+$29.2M

Sector Composition

1 Technology 18.86%
2 Healthcare 11.98%
3 Financials 10.88%
4 Industrials 9.36%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$769K ﹤0.01%
6,911
-178
1027
$769K ﹤0.01%
22,546
-218
1028
$768K ﹤0.01%
+32,894
1029
$768K ﹤0.01%
19,356
-1,163
1030
$765K ﹤0.01%
34,796
-31,038
1031
$763K ﹤0.01%
27,527
+12,949
1032
$763K ﹤0.01%
17,892
+1,060
1033
$761K ﹤0.01%
51,318
-1,401
1034
$761K ﹤0.01%
14,723
-2,476
1035
$760K ﹤0.01%
36,471
+2,748
1036
$760K ﹤0.01%
14,698
+271
1037
$752K ﹤0.01%
26,446
-9,662
1038
$751K ﹤0.01%
268,326
-298,795
1039
$745K ﹤0.01%
12,455
-9
1040
$745K ﹤0.01%
22,148
-3,113
1041
$744K ﹤0.01%
11,654
-3,844
1042
$741K ﹤0.01%
21,969
-8,374
1043
$736K ﹤0.01%
+6,639
1044
$728K ﹤0.01%
5,321
+205
1045
$724K ﹤0.01%
13,789
-675
1046
$718K ﹤0.01%
13,938
-1,296
1047
$715K ﹤0.01%
49,902
-1,582
1048
$715K ﹤0.01%
9,431
+1,720
1049
$714K ﹤0.01%
6,294
-6,407
1050
$713K ﹤0.01%
5,178
+240
40 41
42
43 44